Give Annual Receipts

Nonprofits often field requests at year end from donors who need one document that sums up their giving. Gathering individual receipts by hand takes time and invites mistakes. Give Annual Receipts collects a donor's contributions for the year into a single receipt, so donors have a clear record for tax deductions and their own financial files, and your team spends less time on paperwork.

The receipt is a PDF that donors can view and download from their donor dashboard whenever they need it. Administrators can add a logo, edit the receipt text and set the year-end date to match a fiscal or tax year. Recurring gifts and fee recovery are included, so the totals reflect what donors actually gave. It suits any organization already collecting donations with GiveWP.

Features

• Downloadable annual PDF receipts: Donors can download a PDF that summarizes their donations for the year, giving them documentation for tax deductions and personal financial records.
• Donor dashboard access: Donors can view and download their giving history at any time from their secure donor dashboard, without contacting your organization.
• Logo and branding options: Add your organization's logo and personalize the receipt text so the document looks consistent with the rest of your communication.
• Adjustable year-end date: Change the receipt period to match your country's fiscal or tax year, which helps with different international tax requirements.
• Recurring donations included: Recurring gifts and their renewals appear as individual line items, so the donor's full giving history is represented accurately.
• Fee recovery compatibility: Donations that include fee recovery are supported, so the receipt reflects total contributions and helps with accurate tax reporting.
• Ready-made receipt templates: Pre-designed templates come with customizable sections before the receipt content, after it and in the footer, so you can add your own messaging.
• Simple admin setup: The interface is easy to use, so non-technical administrators can configure annual receipts without much effort.

Best for

• Nonprofits already collecting donations with GiveWP
• Organizations with many recurring donors
• Charities that follow a fiscal year other than January to December